Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COASTAL FINANCIAL CORPCCB · Entity 5197 | Chief Financial Officer | August 15, 2026 | August 26, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
COASTAL FINANCIAL CORP
Report date August 15, 2026 · Filed August 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2026-08-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,000 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 26, 2026 Filed Jan 29, 2026 02:13 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,300 | $111.34 | $144,742.00 |
DisclosureSEC source: 0001260912-26-000002 · wk-form4_1769652829.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,462 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs awards. F2 · balance_after: Includes 5,656 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 18, 2025 Filed Sep 19, 2025 18:34 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 9,425 | $114.67 | $1,080,764.75 |
DisclosureSEC source: 0001260912-25-000008 · wk-form4_1758306840.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,762 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person. F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 17, 2025 Filed Sep 17, 2025 23:22 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 5,000 | $110.05 | $550,250.00 |
DisclosureSEC source: 0001260912-25-000006 · wk-form4_1758151370.xml · nonDerivative · entry 3 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,187 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person. F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 16, 2025 Filed Sep 17, 2025 23:22 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 4,000 | $107.90 | $431,600.00 |
DisclosureSEC source: 0001260912-25-000006 · wk-form4_1758151370.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 27,187 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person. F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 15, 2025 Filed Sep 17, 2025 23:22 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 5,000 | $108.91 | $544,550.00 |
DisclosureSEC source: 0001260912-25-000006 · wk-form4_1758151370.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,187 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person. F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 12, 2025 Filed Sep 12, 2025 23:44 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 2,000 | $110.59 | $221,180.00 |
DisclosureSEC source: 0001260912-25-000004 · wk-form4_1757720672.xml · nonDerivative · entry 3 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,187 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person. F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 23:44 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 3,000 | $111.71 | $335,130.00 |
DisclosureSEC source: 0001260912-25-000004 · wk-form4_1757720672.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 38,187 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person. F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| September 10, 2025 Filed Sep 12, 2025 23:44 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 2,000 | $110.96 | $221,920.00 |
DisclosureSEC source: 0001260912-25-000004 · wk-form4_1757720672.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 41,187 F1 · shares: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan (dated June 12, 2025) adopted by the reporting person. F2 · balance_after: Includes 8,721 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 19:01 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 1,800 | $0.00 Strike: $7.20 | $0.00 |
DisclosureSEC source: 0001437958-25-000133 · wk-form4_1750705257.xml · derivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,800 shares Expires 2025-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on July 1, 2016. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 19:01 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 1,800 | $7.20 | $12,960.00 |
DisclosureSEC source: 0001437958-25-000133 · wk-form4_1750705257.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,187 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 10,962 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 2,241 RSUs vest on June 30, 2025; 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| May 16, 2025 Filed May 20, 2025 18:06 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 3,128 | $88.44 | $276,640.32 |
DisclosureSEC source: 0001437958-25-000092 · wk-form4_1747764356.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,387 F1 · balance_after: Includes 10,962 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. In accordance with Mr. Edward's retirement and retention agreement the RSUs vest as follows: 2,241 RSUs vest on June 30, 2025; 3,065 RSUs vest on January 25, 2026; 1,424 RSUs vest on February 5, 2026; and 4,232 RSUs vest on April 1, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:31 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 419 | $88.90 | $37,249.10 |
DisclosureSEC source: 0001437958-25-000036 · wk-form4_1738967471.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,515 F2 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/05/2024. F3 · balance_after: Includes 10,962 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,241 RSUs vest in five approximately equal remaining installments; 1,424 RSUs vest in four approximately equal remaining installments; 3,203 RSUs vest in three approximately equal remaining installments; 2,057 RSUs vest in approximately two equal remaining installments; and 2,037 shares vest in one approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 05, 2025 Filed Feb 7, 2025 22:31 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 1,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-25-000036 · wk-form4_1738967471.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,934 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2026. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 03, 2025 Filed Feb 4, 2025 20:46 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 176 | $88.40 | $15,558.40 |
DisclosureSEC source: 0001437958-25-000032 · wk-form4_1738701969.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,510 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 02/03/2020. F2 · balance_after: Includes 10,605 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,241 RSUs vest in five approximately equal remaining installments; 4,270 RSUs vest in four approximately equal remaining installments; 2,057 RSUs vest in approximately two equal remaining installments; and 2,037 shares vest in one approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 27, 2025 Filed Jan 29, 2025 19:17 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Tax withholdingCommon Stock | 1,303 | $84.38 | $109,947.14 |
DisclosureSEC source: 0001437958-25-000022 · wk-form4_1738178227.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,686 F1 · shares: Represents shares withheld in payment of withholding taxes upon partial vesting of RSUs granted 1/25/2021, 1/25/2022 and 1/25/2023. F2 · balance_after: Includes 11,053 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,689 RSUs vest in six approximately equal remaining installments; 4,270 RSUs vest in four approximately equal remaining installments; 2,057 RSUs vest in approximately two equal remaining installments; and 2,037 shares vest in one approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| May 24, 2024 Filed May 24, 2024 21:24 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 11,380 | $43.41 | $494,005.80 |
DisclosureSEC source: 0001437958-24-000078 · wk-form4_1716585826.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,989 F1 · balance_after: Includes 14,116 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,689 RSUs vest in six approximately equal remaining installments; 4,270 RSUs vest in four approximately equal remaining installments; 3,085 RSUs vest in approximately three equal installments; and 4,072 shares vest in two approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| May 23, 2024 Filed May 24, 2024 21:24 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | SaleCommon Stock | 1,034 | $44.45 | $45,961.30 |
DisclosureSEC source: 0001437958-24-000078 · wk-form4_1716585826.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,369 Read SEC document |
| March 12, 2024 Filed Mar 13, 2024 00:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 800 | $0.00 Strike: $5.50 | $0.00 |
DisclosureSEC source: 0001437958-24-000047 · wk-form4_1710289517.xml · derivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 800 shares Expires 2024-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015. Read SEC document |
| March 12, 2024 Filed Mar 13, 2024 00:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 800 | $5.50 | $4,400.00 |
DisclosureSEC source: 0001437958-24-000047 · wk-form4_1710289517.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,403 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 14,116 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan, 4,072 of which vest in two approximately equal annual installments; 3,085 of which vest in three approximately equal annual installments; 4,270 of which vest in four approximately equal installments; and 2,689 that vest in six approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 21:16 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 4,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-24-000037 · wk-form4_1707340599.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,603 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on February 5, 2025. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 14,116 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 2,689 RSUs vest in six approximately equal remaining installments; 3,085 RSUs vest in three approximately equal remaining installments; 4,072 RSUs vest in approximately two equal installments; and 4,270 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 19:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 1,200 | $6.25 Strike: $6.25 | $7,500.00 |
DisclosureSEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · derivative · entry 6 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,200 shares Expires 2026-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on February 24, 2017. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 19:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 1,200 | $7.20 Strike: $7.20 | $8,640.00 |
DisclosureSEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · derivative · entry 5 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 Underlying: Common Stock · 1,200 shares Expires 2025-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on July 1, 2016. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 19:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 400 | $5.50 Strike: $5.50 | $2,200.00 |
DisclosureSEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · derivative · entry 4 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 Underlying: Common Stock · 400 shares Expires 2024-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 19:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 1,200 | $6.25 | $7,500.00 |
DisclosureSEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · nonDerivative · entry 3 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,333 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 13,359 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,137 RSUs vest in seven approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 19:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 1,200 | $7.20 | $8,640.00 |
DisclosureSEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,133 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 13,359 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,137 RSUs vest in seven approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 14, 2023 Filed Mar 14, 2023 19:25 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 400 | $5.50 | $2,200.00 |
DisclosureSEC source: 0001437958-23-000038 · wf-form4_167882193797458.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,933 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 13,359 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,137 RSUs vest in seven approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 01:19 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 4,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001437958-23-000014 · wf-form4_167478237095910.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,533 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on January 25, 2024. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 13,807 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 3,585 RSUs vest in eight approximately equal remaining installments; 3,707 RSUs vest in three approximately equal remaining installments; 2,402 RSUs vest in approximately three equal installments; and 4,113 shares vest in four approximately equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| August 29, 2022 Filed Aug 31, 2022 00:38 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 2,000 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001437749-22-021523 · rdgdoc.xml · derivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,000 shares Expires 2022-11-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on November 15, 2013. Read SEC document |
| August 29, 2022 Filed Aug 31, 2022 00:38 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 2,000 | $4.25 | $8,500.00 |
DisclosureSEC source: 0001437749-22-021523 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,420 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 11,729 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 3,585 remain unvested; 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 4,942 remain unvested; and 3,202 RSUs vest in four approximately equal installments commencing on January 25, 2023, 3,202 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 25, 2022 Filed Jan 28, 2022 01:05 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 3,202 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-22-001805 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,420 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in four approximately equal installments commencing on January 25, 2023. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 12,177 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,033 RSUs vest in nine approximately equal remaining installments; 4,942 RSUs vest in four approximately equal remaining installments; and 3,202 RSUs vest in approximately four equal installments. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| January 14, 2022 Filed Jan 15, 2022 02:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 4,000 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001437749-22-000987 · rdgdoc.xml · derivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 4,000 shares Expires 2022-11-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on November 15, 2013. Read SEC document |
| January 14, 2022 Filed Jan 15, 2022 02:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 4,000 | $4.25 | $17,000.00 |
DisclosureSEC source: 0001437749-22-000987 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,218 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 10,210 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 4,033 remain unvested; and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 6,177 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 16:50 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 3,000 | $0.00 Strike: $7.20 | $0.00 |
DisclosureSEC source: 0001437749-21-006600 · rdgdoc.xml · derivative · entry 6 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2025-07-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on July 1, 2016. Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 16:50 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $5.50 | $0.00 |
DisclosureSEC source: 0001437749-21-006600 · rdgdoc.xml · derivative · entry 5 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,200 Underlying: Common Stock · 400 shares Expires 2024-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015. Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 16:50 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 600 | $0.00 Strike: $6.25 | $0.00 |
DisclosureSEC source: 0001437749-21-006600 · rdgdoc.xml · derivative · entry 4 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 600 shares Expires 2026-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on February 24, 2017. Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 16:50 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 600 | $6.25 | $3,750.00 |
DisclosureSEC source: 0001437749-21-006600 · rdgdoc.xml · nonDerivative · entry 3 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,218 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 10,210 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 4,033 remain unvested; and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 6,177 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 16:50 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 3,000 | $7.20 | $21,600.00 |
DisclosureSEC source: 0001437749-21-006600 · rdgdoc.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,618 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 10,210 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 4,033 remain unvested; and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 6,177 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 16:50 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 400 | $5.50 | $2,200.00 |
DisclosureSEC source: 0001437749-21-006600 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,618 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 10,210 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, 4,033 remain unvested; and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022, 6,177 remain unvested. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 01:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 600 | $0.00 Strike: $6.25 | $0.00 |
DisclosureSEC source: 0001437749-20-005717 · rdgdoc.xml · derivative · entry 4 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,600 Underlying: Common Stock · 600 shares Expires 2026-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on February 24, 2017. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 01:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 400 | $0.00 Strike: $5.50 | $0.00 |
DisclosureSEC source: 0001437749-20-005717 · rdgdoc.xml · derivative · entry 3 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,600 Underlying: Common Stock · 400 shares Expires 2024-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 01:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 600 | $6.25 | $3,750.00 |
DisclosureSEC source: 0001437749-20-005717 · rdgdoc.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,041 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 18, 2020 Filed Mar 20, 2020 01:39 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 400 | $5.50 | $2,200.00 |
DisclosureSEC source: 0001437749-20-005717 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,441 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 18, 2020 Filed Jan 28, 2021 01:26 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 6,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-21-001433 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,218 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. The RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting. F2 · balance_after: Includes 10,658 time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corporation 2018 Omnibus Incentive Plan. 4,481 RSUs vest in ten approximately equal installments commencing on February 3, 2021, and 6,177 RSUs vest in five approximately equal installments commencing on January 25, 2022. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 1,800 | $0.00 Strike: $6.25 | $0.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · derivative · entry 6 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 Underlying: Common Stock · 1,800 shares Expires 2026-02-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on February 24, 2017. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 2,000 | $0.00 Strike: $4.25 | $0.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · derivative · entry 5 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 2,000 shares Expires 2022-11-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on November 15, 2013. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionStock Options · Derivative | 1,600 | $0.00 Strike: $5.50 | $0.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · derivative · entry 4 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 1,600 shares Expires 2024-03-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Stock options granted pursuant to the Coastal Financial Corp. 2006 Stock Option and Equity Compensation Plan vest in ten approximately equal installments commencing on March 18, 2015. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 1,800 | $6.25 | $11,250.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · nonDerivative · entry 3 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,041 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 1,600 | $5.50 | $8,800.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · nonDerivative · entry 2 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,241 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 03, 2020 Filed Mar 5, 2020 02:51 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | Exercise / conversionCommon Stock | 2,000 | $4.25 | $8,500.00 |
DisclosureSEC source: 0001437749-20-004385 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,641 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 03, 2020 Filed Feb 14, 2020 22:19 UTC | COASTAL FINANCIAL CORP CCB · Entity 5197 | GrantCommon Stock | 4,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-20-002797 · rdgdoc.xml · nonDerivative · entry 1 EDWARDS JOEL G · CIK 0001260912 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,641 F1 · shares: Represents award of time-based restricted stock units (RSUs) pursuant to the Coastal Financial Corp. 2018 Omnibus Incentive Plan. The RSUs vest in ten approximately equal installments commencing on February 3, 2021. Each restricted stock unit represents the right to receive one share of common stock upon vesting. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.